Our Core Engagements

Operational Audit

$2,000 – $3,500

A comprehensive evaluation of your community’s operations to identify inefficiencies, risks, and opportunities for improvement.

Includes:

• Full operational review (governance, maintenance, vendors, communication)
• Detailed written report with findings
• Risk and efficiency analysis
• Prioritized action plan (Immediate / 30 / 90 days)
• 60-minute strategy review call

Board Meeting Optimization

$1,500 – $3,000

Transform your board meetings into structured, decision-focused sessions with clear directives and accountability.

Includes:

• Standardized agenda and board packet framework
• Motion-writing and directive templates
• Meeting structure and facilitation guidance
• Optional review of one board meeting with recommendations

Residential Systems Setup

$2,500 – $6,000+

 Implement structured systems using platforms like BuildingLink and Concierge Plus to streamline operations and communication.

Includes:

• Platform setup and configuration
• Workflow and process design
• Document and communication system organization
• Staff and board training sessions 

How Engagements Work

Step 1: Initial Consultation

Every engagement begins with a consultation to understand your community’s needs and determine the appropriate scope of work.

Step 2: Defined Scope & Proposal

You will receive a clear proposal outlining:

• Scope of services
• Deliverables
• Timeline
• Investment

Step 3: Implementation & Delivery

We execute the engagement with a structured approach, ensuring:

• Clear communication
• Defined deliverables
• Actionable outcomes

Step 4: Ongoing Support (Optional)

For communities seeking continued guidance, advisory services are available following project completion.

Payment Structure

• Projects under $3,000: Payment due in full prior to start
• Projects over $3,000:
• 50% due upon engagement
• 50% due upon delivery or midpoint